WO2013040601A1 - Systèmes et procédés de suivi de prospects - Google Patents

Systèmes et procédés de suivi de prospects Download PDF

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Publication number
WO2013040601A1
WO2013040601A1 PCT/US2012/055828 US2012055828W WO2013040601A1 WO 2013040601 A1 WO2013040601 A1 WO 2013040601A1 US 2012055828 W US2012055828 W US 2012055828W WO 2013040601 A1 WO2013040601 A1 WO 2013040601A1
Authority
WO
WIPO (PCT)
Prior art keywords
business
data
business lead
lead
database
Prior art date
Application number
PCT/US2012/055828
Other languages
English (en)
Inventor
Manish M. GORAWALA
Original Assignee
Tri-Force Consulting Services, Inc.
Priority date (The priority date is an assumption and is not a legal conclusion. Google has not performed a legal analysis and makes no representation as to the accuracy of the date listed.)
Filing date
Publication date
Application filed by Tri-Force Consulting Services, Inc. filed Critical Tri-Force Consulting Services, Inc.
Priority to US14/345,388 priority Critical patent/US20150019305A1/en
Publication of WO2013040601A1 publication Critical patent/WO2013040601A1/fr

Links

Classifications

    • G—PHYSICS
    • G06—COMPUTING; CALCULATING OR COUNTING
    • G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q30/00—Commerce
    • G06Q30/02—Marketing; Price estimation or determination; Fundraising
    • G06Q30/0241—Advertisements
    • G—PHYSICS
    • G06—COMPUTING; CALCULATING OR COUNTING
    • G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q10/00—Administration; Management
    • G06Q10/10—Office automation; Time management

Landscapes

  • Business, Economics & Management (AREA)
  • Engineering & Computer Science (AREA)
  • Strategic Management (AREA)
  • Entrepreneurship & Innovation (AREA)
  • Accounting & Taxation (AREA)
  • Development Economics (AREA)
  • Finance (AREA)
  • Physics & Mathematics (AREA)
  • Economics (AREA)
  • Marketing (AREA)
  • General Business, Economics & Management (AREA)
  • General Physics & Mathematics (AREA)
  • Theoretical Computer Science (AREA)
  • Human Resources & Organizations (AREA)
  • Game Theory and Decision Science (AREA)
  • Data Mining & Analysis (AREA)
  • Operations Research (AREA)
  • Quality & Reliability (AREA)
  • Tourism & Hospitality (AREA)
  • Management, Administration, Business Operations System, And Electronic Commerce (AREA)

Abstract

De manière générale, l'invention concerne un procédé permettant un suivi de prospects et comprenant un système et un support d'enregistrement lisible par ordinateur non transitoire codé avec des instructions pour la mise en œuvre de celui-ci. Dans un mode de réalisation, l'invention concerne une génération automatique d'un message électronique d'après des données de prospects capturées pour un prospect sélectionné et un modèle de message préformé sélectionné. Dans un autre mode de réalisation, l'invention permet d'afficher une liste de prospects associés à un utilisateur sélectionné qui ont été capturés par cet utilisateur de façon à pouvoir évaluer les efforts de l'utilisateur en termes de développement d'affaires. Dans un autre mode de réalisation, l'invention permet d'afficher automatiquement des informations secondaires d'après les données de prospects capturées lors de la sélection d'un prospect.
PCT/US2012/055828 2011-09-16 2012-09-17 Systèmes et procédés de suivi de prospects WO2013040601A1 (fr)

Priority Applications (1)

Application Number Priority Date Filing Date Title
US14/345,388 US20150019305A1 (en) 2011-09-16 2012-09-17 Systems and methods for following-up on business leads

Applications Claiming Priority (2)

Application Number Priority Date Filing Date Title
US201161535735P 2011-09-16 2011-09-16
US61/535,735 2011-09-16

Publications (1)

Publication Number Publication Date
WO2013040601A1 true WO2013040601A1 (fr) 2013-03-21

Family

ID=47883835

Family Applications (1)

Application Number Title Priority Date Filing Date
PCT/US2012/055828 WO2013040601A1 (fr) 2011-09-16 2012-09-17 Systèmes et procédés de suivi de prospects

Country Status (2)

Country Link
US (1) US20150019305A1 (fr)
WO (1) WO2013040601A1 (fr)

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US9189468B2 (en) * 2013-03-07 2015-11-17 Ricoh Company, Ltd. Form filling based on classification and identification of multimedia data
US20140279062A1 (en) * 2013-03-15 2014-09-18 Rodan & Fields, Llc Consultant tool for direct selling
CN104378341B (zh) * 2013-12-25 2016-04-20 腾讯科技（深圳）有限公司 模板获取方法、模板提供方法、装置及系统
US10348667B2 (en) 2014-10-27 2019-07-09 Oath Inc. System and method for entity detection in machine generated messages
US11042910B2 (en) * 2015-01-23 2021-06-22 Conversica, Inc. Systems and methods for processing message exchanges using artificial intelligence
US11551188B2 (en) 2015-01-23 2023-01-10 Conversica, Inc. Systems and methods for improved automated conversations with attendant actions
US11301632B2 (en) 2015-01-23 2022-04-12 Conversica, Inc. Systems and methods for natural language processing and classification
US11663409B2 (en) 2015-01-23 2023-05-30 Conversica, Inc. Systems and methods for training machine learning models using active learning
US11100285B2 (en) 2015-01-23 2021-08-24 Conversica, Inc. Systems and methods for configurable messaging with feature extraction
US11106871B2 (en) 2015-01-23 2021-08-31 Conversica, Inc. Systems and methods for configurable messaging response-action engine
US10127469B2 (en) 2015-08-31 2018-11-13 Microsoft Technology Licensing, Llc Leveraging digital images of user information in a social network
US9923991B2 (en) * 2015-08-31 2018-03-20 Microsoft Technology Licensing, Llc Automatic online registration based on data extracted from a digital image
US9665885B1 (en) * 2016-08-29 2017-05-30 Metadata, Inc. Methods and systems for targeted demand generation based on ideal customer profiles
US10607252B2 (en) 2016-08-29 2020-03-31 Metadata, Inc. Methods and systems for targeted B2B advertising campaigns generation using an AI recommendation engine
US11315151B1 (en) * 2016-10-27 2022-04-26 United Services Automobile Association (Usaa) Methods and systems for generating and using content item leads
CN109299969A (zh) * 2018-08-17 2019-02-01 中国平安人寿保险股份有限公司 线索处理方法、装置、计算机设备和存储介质
US20200099760A1 (en) * 2018-09-24 2020-03-26 Salesforce.Com, Inc. Interactive customized push notifications with customized actions
US11449664B1 (en) 2019-07-01 2022-09-20 Instasize, Inc. Template for creating content item
US11676316B1 (en) 2019-07-01 2023-06-13 Instasize, Inc. Shareable settings for modifying images
CN110956438B (zh) * 2019-11-01 2023-06-06 上海百事通信息技术股份有限公司 一种法商线报平台
WO2021181147A1 (fr) * 2020-03-13 2021-09-16 Sitaram Gautam Système et procédé de gestion de prospects
CN111709767B (zh) * 2020-05-06 2024-02-23 口碑(上海)信息技术有限公司 一种数据处理方法及装置
CN113297189A (zh) * 2021-04-28 2021-08-24 上海淇玥信息技术有限公司 业务线索处理方法、装置和电子设备

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US20040205533A1 (en) * 2002-03-26 2004-10-14 Accenture Global Services, Gmbh Single access point for filing of converted electronic forms to multiple processing entities
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US8311863B1 (en) * 2009-02-24 2012-11-13 Accenture Global Services Limited Utility high performance capability assessment

Patent Citations (9)

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Publication number Priority date Publication date Assignee Title
US7702720B1 (en) * 1998-12-30 2010-04-20 Software Management, Inc. Method and system for conducting a plurality of cyber-based conventions
US7958196B2 (en) * 2000-04-13 2011-06-07 Otowest, Llc Messaging system
US7848959B2 (en) * 2001-02-28 2010-12-07 Jan Alan Eglen Digital online exchange
US7765165B2 (en) * 2001-03-28 2010-07-27 Siebel Systems, Inc. Engine to present user interface based on a logical structure, such as one for a customer relationship management system
US20040205533A1 (en) * 2002-03-26 2004-10-14 Accenture Global Services, Gmbh Single access point for filing of converted electronic forms to multiple processing entities
US20030187715A1 (en) * 2002-03-27 2003-10-02 Foss Laurence D. Method and system for assisting management of client contact
US7552074B2 (en) * 2002-04-08 2009-06-23 First Data Corporation System and method for managing account addresses
US20070158411A1 (en) * 2005-11-28 2007-07-12 Eye Q Development, Inc. Method and system for storing, retrieving and updating information from an information card
US7996251B2 (en) * 2006-02-22 2011-08-09 24/7 Customer, Inc. System and method for customer requests and contact management

Also Published As

Publication number Publication date
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